Shannon B. Asselin

Shannon B. Asselin

Executive Administrator

Phone: 413-552-3669
Fax: 888-314-7069
E-mail:
 

 

Shannon is the Executive Administrator for Private Financial Design, LLC. She began her career with PFD in 2014 as a Client Services Assistant, and came with over 14 years of experience in customer service, which included being the Head Teller for a local bank.  Over the past five years, she has advanced her skills in the financial services industry with further training and education.  Currently, she is working towards her Series 6 license to become a Registered Administrator. She has been honored for excellence in her work with both our Broker Dealer and our clients.

Shannon strives to ensure that quality and service exceeds our clients’ expectations and oversees the adminstrative operations and client services for all of us at PFD. She truly enjoys making connections with our clients and looks forward to furthering her career both in education and best practices.

  Shannon grew-up and resides in Granby, MA with her husband and son.